Speakers

Keynote Speakers

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胡立阳亚洲股市教父
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Anton KreilInstitute of Trading and Portfolio Management
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Qi WangMegaTrust Investment (HK)
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Roger MontgomeryMontgomery Investment Management

Speakers

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Adam KhooAdam Khoo Learning Technologies Group
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Alson ChewAdam Khoo Learning Technologies Group
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CK EeShareInvestor Academy
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Dr Daniel KaoValue Investing College
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Darren KohTokenize Xchange
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David Metcalfe Premier Diamond Group (North America)
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Davy GohBCoin Exchange
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Elaine LohSummit Planners
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Ethan HoInvesting Note
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Kelvin TeoFunding Societies
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Kelvin WongCity Index
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Lawrence Yong MoolahSense
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Lester Chan Fund Singapore
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Matthias YeoFund Singapore
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Nikhilesh GoelValidus Capital
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Dr. Patrick LiewMAPIC
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Pauline TeoValue Investing College
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Spencer LiSynapse Trading
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Steve BriceStandard Chartered
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Tam Ging WienShareInvestor Academy

More speakers coming soon!

胡立阳亚洲股市教父
第四季投资行情展望与应对策略 4:45pm - 5:45pm 26 Aug 2018, Sunday

他曾经在口袋只剩27美元的时候,进入美国证券界,才短短三年时间便成为华尔街的华人传奇,媒体称“华尔街股市神童”。

他曾经在台湾股市发展初期,倾全力推广及教育大众股票投资,为台湾股市帯来一股空前的投资热潮,被媒体尊为“股市教父”。

他近年来仍风尘仆仆地在世界各地为投资大众服务,已被誉为“亚洲股市教父”。著有《胡立阳年轻人出人头地100招》、《胡立阳股票投资100招》、《胡立阳决战股市50招》、《胡立阳股票投资致胜30秘则》、《胡立阳股票投资百宝箱》皆为排行榜冠军书籍并长年热销中。

Anton KreilManaging PartnerInstitute of Trading and Portfolio Management
Acquiring a Systematic Professional Trader Process 10:30am - 11:00am 25 August 2018, Saturday

Anton Kreil made his fortune in the West as a Professional Trader at Goldman Sachs, Lehman Brothers and JP Morgan on Wall Street and the City of London, retiring from the Investment Banking Industry in 2007 at the age of twenty-seven just before the Global Financial Crisis. He then starred in the cult TV Programme “Million Dollar Traders” on BBC television in 2009. Anton was catapulted from relative obscurity into the limelight when the TV show was sold to networks globally. Anton is now the Managing Partner of the Institute of Trading & Portfolio Management, a global school and community of smart Retail Traders. The Institute collectively oversees and manages $100mln+ (at risk) every day in the Financial Markets and houses over four hundred and fifty Retail Traders globally. Anton is well known for his direct approach to teaching which he has cultivated over the last eight years in order to optimise Retail Trader performance. Anton is also a resident in Singapore having emigrated in 2014. Anton manages his portfolios and companies from Singapore on a daily basis and lives with his wife in Sentosa.

Qi WangChief Executive OfficerMegaTrust Investment (HK)
Chinese Panel Discussion 4:45pm - 5:45pm 26 August 2018, Sunday
Coming soon! 12:30pm - 1:00pm 26 August 2018, Sunday

Qi Wang is responsible for providing investment research and solutions to global institutional clients. The MegaTrust Investments Group1 is a research driven, boutique fund manager specializing in Chinese equities. The group was founded in Shanghai, China in 2007 and has US$600 million under management today, with one of the best long-term track records in the industry.

Prior to joining MegaTrust, Qi was the Head of China Index Research at MSCI Inc., a global index and analytics solutions provider. He advised the world’s leading asset owners on global investing, asset allocation, portfolio construction, and risk management etc. In 2014, Qi and his colleagues produced ground-breaking research on factor investing (smart beta) for the Government Pension Investment Fund of Japan (GPIF). He also led research and consultation on the inclusion of China A-shares in the emerging markets index, making him a highly regarded expert on the globalization of A-shares (domestic Chinese stocks).

He graduated from Dartmouth College with a double-degree in mathematics and electrical engineering in 1997. Qi has been a CFA charterholder since 2003.

1 Including Shanghai MegaTrust Investment Management Co. Ltd. in China.

Roger MontgomeryChairman and Chief Executive OfficerMontgomery Investment Management
Coming soon! 2:45pm - 3:15pm 25 August 2018, Saturday
English Panel Discussion 4:15pm - 5:15pm 25 August 2018, Saturday

Roger Montgomery is the founder, Chairman and Chief Investment Officer of Montgomery Investment Management a Sydney and New York-based global investment manager with $1.5bn under management. He is a renowned value investor with more than 25 years’ experience. Following a successful career as an analyst and public company Chairman, Roger published the First Edition of his stock market guide, Value.able, in 2010, becoming a best seller in just 16 weeks. He is an awarded presenter on the subject of investing, appears weekly in the media and press and has so for over 15 years.

Adam KhooAsia’s #1 Success & Wealth Coach, Professional Stock & Forex Trader and Best-Selling AuthorAdam Khoo Learning Technologies Group
Topic: Master the Markets: How to Invest Profitably in Any Market Condition Date: 26 August 2018, Sunday Time: 11:30am - 12:15pm Room: 4

Adam Khoo is an entrepreneur, best-selling author and Asia's Top Success & Wealth Coach. A self-made millionaire by age 26, Adam was ranked among the "Top 25 Richest Singaporeans under the Age of 40" (2007).

Adam has coached over 8,000 investors in 6 countries to achieve financial success through his Wealth Academy™ and Wealth Academy Pro Trader™ programmes. He was voted the "Most Preferred Investment Speaker" in 2016 and 2017 at the ShareInvestor Awards. He is one of the most-watched trading mentors on YouTube, clocking close to 5 million views on his trading tutorials in just 2 years.

Adam has authored over 16 best-selling books that have sold over 500,000 copies worldwide. These include Secrets of Self-Made Millionaires, Profit from the Panic and Winning the Game of Stocks!.

His achievements have been featured in The Straits Times, The Business Times, Today, Channel NewsAsia, Channel 5, and more.

Alson ChewAward-Winning Former Proprietary Trader, Principal Trainer, XSPY Trader™Adam Khoo Learning Technologies Group
Topic: Trading Market Manipulation: Insights from a Top-profiting Former Proprietary Trader Date: 25 August 2018, Saturday Time: 12:00pm - 12:30pm Room: 1

Alson is known in the trading industry for holding an unbroken track record of profiting every quarter since 2011 even though the Chinese stock market crash in 2015. Over the years, he achieved a total net profit of USD 1.2 million for his firm – earning him the firm’s Top Trader Award twice in a row.

Alson’s insider knowledge as a pro trader gave him access to market news and whispers. He soon realized that the financial markets are manipulated and quickly adapted his trading tactics to trade alongside the manipulators and score handsome profits regardless of market conditions.

As an outstanding trader in the proprietary circle, Alson was honoured to receive a personal testimonial from the Senior Vice President of SGX, Mr. Rama Pillai, for his initiative in helping aspiring traders achieve financial success.

CK EeShareInvestor Academy
Topic: No more surprises, how to stay ahead of the market Date: 26 August 2018, Sunday Time: 12:45pm - 1:15pm Room: 2

A full-time active trader in the equities and derivatives markets, CK is a practitioner of technical analysis and has been actively trading since 1993 in Singapore, Malaysia and US markets.

He focuses in trading growth stocks that have potential for big gains and using derivative instruments like options and warrants for better returns. CK is also an active trader of the forex and futures markets.

In his 20 years of trading experience, CK has developed dozens of trading systems and methods for medium and short term (both swing and intra-day) trading. CK is widely recognized analyst and trainer in technical analysis and regularly featured.

CK holds a bachelor degree of Science from University of London and Master of Science from National University of Singapore. He is also a certified behavior consultant has keen interest in area of trading psychology.

David MetcalfePresidentPremier Diamond Group (North America)
Topic: Wealth, Privacy and Capital Gains Date: 26 August 2018, Sunday Time: 1:15pm - 2:00pm Room: 3

David Metcalfe is the President of Premier Diamond Group (North America) Ltd. a Toronto based company with affiliate offices in Valletta Malta, and the Tel Aviv Diamond Bourse. An engaging speaker, Mr. Metcalfe is a pioneer in the branding of natural colored diamonds as a hedge against a declining valued U.S. dollar and a private non-registered hard asset that belongs in every investor’s asset portfolio.

Davy GohFounder and Chief Executive OfficerBCoin Exchange
Topic: Digital Assets & Blockchain - The New Tokenized Economy for the Future Date: 25 August 2018, Saturday Time: 4:30pm - 5:00pm Room: 2

As the founder of BCoin and an outspoken blockchain and cryptocurrency evangelist, Davy is responsible for its overall success. A motivated leader and serial entrepreneur, Davy has a proven management track record and brings a wealth of knowledge and expertise in corporate financial strategies and management.

His core strength lies in working with Fintech related business to expand their geographic reach and strategic alliance with a strong focus on customer acquisition and financial performance.

Davy spent 25 years assuming various executive leadership roles in globally reputable banks such as Credit Suisse First Boston Bank, Citibank N.A., ABN AMRO Bank, DBS Bank and UCF Group.

Davy holds a Bachelor of Commerce degree with a Major in Accounting from the University of Calgary (Canada).

Dr Daniel KaoMaster Speaker / Chief Marketing OfficerValue Investing College
Topic: Secrets for Sustainable and Profitable Investing Through All Manner of Times Date: 25 August 2018, Saturday Time: 3:30pm - 4:00pm Room: 4

Graduated as a medical doctor from the National University of Singapore, Daniel’s life change when he discovered the joy of stock investing. He subsequently acquired the relevant skills in the value investing and found his true calling as a trainer and Executive Director of Value Investing College. Within the Group, Daniel is responsible for the strategic planning of the Education segment as well as management and consolidation of the programmes and schedule across the globe including Singapore, Malaysia, Taiwan, Thailand, Myanmar, Vietnam, India and Dubai.

Darren KohStrategistTokenize Xchange
Topic: Blockchain & Cryptocurrencies - More than Money Date: 25 August 2018, Saturday Time: 12:45pm - 1:15pm Room: 1

Blockchain Palawan and music aficionado, Darren has been an enthusiast of the space since 2016. At Tokenize, he is the man behind strategies and is passionate about what the blockchain has to offer. A purveyor of blockchain technology, Darren is always educating others on what this new trustless data structure can accomplish and is also building the Tokenize blockchain.

Elaine Loh Relationship ManagerSummit Planners

Elaine Loh, was a business owner before deciding to join the Financial Planning Industry 16 years ago. Ever since then, she has managed SGD20million AUM and have protected families with sum assured of more than SGD500million. She has amassed an impressive portfolio of 1000 unique clients. She also does SME portfolio management and have managed companies of up to 200 employees. In her free time, she conduct talks in Secondary Schools to teachers on the importance of financial planning and risk management. Despite her impressive portfolio, Elaine has managed to juggle both her personal and private life wonderfully. She is proud to be a mother of two and grandmother of one.

Ethan HoDirector, Marketing and Business DevelopmentInvesting Note
Topic: Using Technology To Get An Edge As A New Investor Date: 26 August 2018, Sunday Time: 3:45pm - 4:15pm Room: 2

Ethan is a self-taught investor who started investing in the US stock market, and is currently the Marketing & Business Development Director of InvestingNote. He works with many well-known financial professionals and bloggers who are now on the platform. Prior to his role in InvestingNote, he was a personal banker dealing with unit trusts and bancassurance in the wealth management division of a bank. He has Capital Markets and Financial Advisory Services (CMFAS) certification and a Bachelor's degree (hons) from NTU. He is a strong advocate for financial and investment literacy as he believes everyone should be able to manage their personal finances well.

Kelvin TeoChief Executive Officer & Co-FounderFunding Societies
Topic: Fireside Chat with Kelvin: How you can invest small & more with crowdfunding Date: 25 August 2018, Saturday Time: 3:00pm - 3:30pm Room: 2

Kelvin Teo is the co-founder of Funding Societies | Modalku. Selected as Top 200 FinTech Influencers in Asia and appointed Co-Chairperson for the Marketplace Lending Committee of Singapore FinTech Association, Kelvin has spoken at major conferences such as LendIt Shanghai, Boao Hainan and Money2020 Singapore. He has also been featured on Bloomberg, CNBC, BBC and Business Times. Prior to this, Kelvin served as a consulting professional at KKR, McKinsey and Accenture. Kelvin graduated from Harvard Business School and National University of Singapore and is a certified Chartered Accountant.

Kelvin WongChief Technical Strategist, AsiaCity Index
Topic: Top stocks to focus on - in a rising interest rates environment Date: 25 August 2018, Saturday Time: 12:00pm - 12:30pm Room: 2
Topic: Can U.S. Dollar bulls maintain its momentum in 2H 2018? Date: 26 August 2018, Sunday Time: 4:00pm - 4:30pm Room: 3

Kelvin has over 12 years’ experience in providing market research and employs a unique combination of fundamental and technical analysis, specialising in utilising Elliot Wave and fund flows positioning to pin point key reversal levels in the financial markets.

Prior to joining City Index, Kelvin has traded actively and provided investment advisory for investment banks and hedge funds. He has a Certified Financial Technician (CFTe) award from the International Federation of Technical Analysts (IFTA) and is a member of the IFTA. Kelvin has also been named by FX Week the “Top Forecaster” for major as well as EM currencies on a frequent basis.

Lawrence YongChief Executive Officer & Co-FounderMoolahSense
Topic: Compound your returns by auto-investing in a portfolio of SME loans Date: 25 August 2018, Saturday Time: 1:30pm - 2:00pm Room: 2

Lawrence is responsible for strategic planning, overall management and business development of MoolahSense. Having more than 12 years of experience in the field, Lawrence worked extensively in the financial services sector, acquiring a combination of fron-to-back, buy-and-sell side experiences, particularly in the area of Fixed Income.

Before founding MoolahSense, Lawrence was a Vice President at Macquarie Capital where he was closely involved in developing its sales and structuring business at the Fixed Income division.

Lester ChanChief Executive OfficerFund Singapore
Topic: The Power of the Crowd in Revolutionizing Financial Services Date: 25 August 2018, Saturday Time: 1:45pm - 2:30pm Room: 4

Lester Chan is the CEO of Fund Singapore, an equity-based and debt-based crowdfunding company that specialises in investing in startups, SMEs, public listed-companies, and real estate projects. He was previously the managing director of BeaconRock Investments, where he headed investment strategies and operations which include private equity and venture capital assets.

He spent several years as a banker with various local and foreign banks. Lester has accumulated over a decade of experience consulting and investing in the entire value chain of companies from startups to listed companies in Asia. These deals include mergers and acquisitions, public listings, private placements, mezzanine, and buyouts. His various roles in banking, management consulting, private equity, and venture capital has equipped him with strong investment knowledge and comprehensive operational know-hows.

Lester is a teaching faculty at the Singapore Management University. He teaches finance for the masters program. The postgraduate startups he mentored won numerous awards yearly at the Asia Venture Challenge. Lester is also a mentor at the DBS pre-accelerator hotspot where he advises young companies on strategies and financial valuations. Lester currently sits on various profit and non-profit boards lending his expertise in the areas of strategy and finance.

Matthias YeoChief Innovation OfficerFund Singapore
Topic: The Era of Technology Chaos (ICOs, Blockchain, AI, etc): How to identify the Unicorns? Date: 26 August 2018, Sunday Time: 3:00pm - 3:30pm Room: 1

Matthias serves as chief advisor for technology innovation for the board of Fund Singapore, a MAS regulated financial institution (FI) in Singapore. He is also the CEO of Fund Technologies, a subsidiary of Fund Asia, the parent company of Fund Singapore. He was previously Symantec Chief Technology Officer (Asia Pacific) responsible for driving the organization’s solution strategy and technology vision throughout Asia Pacific.

He serves as a trusted advisor in the area of governance to senior executives (such as CIOs and CISOs) and in strategizing and improving the overall security postures for their organization. He has over 16 years of experience in Cyber Security and Technology Leadership. Presently, he holds the position of President in (ISC)2. Singapore chapter (Cyber Security Chapter that focus on security and governance skill). He also serves as an advisor SUTD Center of Research Technology and Innovation Advisor.

He is an active speaker in Asia Pacific on security and governance topics at conferences and industry events, where he provides deep insights into trends, developments and strategies for digital security. He was featured in SG50 “A Nation of Skilled Talent” and was awarded the “Asia Greatest CTO 2016” by URS Media.

Nikhilesh GoelChief Operating OfficerValidus Capital
Topic: Transforming P2P Lending into a mainstream investment asset class Date: 25 August 2018, Saturday Time: 3:00pm - 3:30pm Room: 1

Nikhilesh has over 11 years' experience in private equity, investment banking and corporate strategy across Southeast Asia. His expertise includes debt and equity financing across diverse sectors, as well as portfolio management and value creation at SME companies.

At Validus Capital, Nikhilesh is responsible for managing the overall business operations, and has played a key role in driving a successful Series A funding rounds, forging strategic partnerships with global brands such as Visa, as well as scaling up Validus Capital’s business by over ten times over the past year.

Before joining Validus Capital, Nikhilesh founded the M&A Advisory practice at Taipan Partners focusing on consumer and tech sector deals across South East Asia. Prior to that, he led M&A deals for Masan Group and developed key experience in portfolio management and capital raising for various companies as an Investment Manager at Avigo Captial Partners.

Nikhilesh holds a bachelor’s in Engineering and an MBA in Finance.

Dr. Patrick Liew Multimillionaire Property Investor, Investment Coach and PhilanthropistMAPIC
Topic: Your Blueprint to Success in Today's Property Landscape Date: 25 August 2018, Saturday Time: 1:30pm - 2:00pm Room: 1

Patrick is a serial entrepreneur and an internationally-renowned real estate investment expert who is passionate about propelling the financial literacy of his students and mentoring them to achieve true financial freedom.

He is also the founder and CEO of two different companies that he listed on ASX and SGX. He was previously the regional CEO of a strategic advisory firm and was involved in listing the firm in the NYSE.

Currently, Patrick is actively involved in helping companies transform their business models, globalize their businesses, and leverage in the capital market. He is also actively involved in the civic, humanitarian, philanthropic and charity circles, having co-founded charities that collectively serve and empower more than 20,000 elderly, impoverished families and children yearly.

He has won numerous awards including the Global Leader Award, Asia Pacific Entrepreneurship Award, and the Entrepreneur of the Year Award for Social Contributions.

Patrick has a Doctor in Education (EdD) from the University of Southern California’s Rossier School of Education and his dissertation revolves around financial intelligence. He also holds a BSc in Estate Management from Heriot-Watt University, an MSc in Global Business and Marketing from City University of New York and an MBA from Henley Business School.

Pauline Teo Master Speaker / Chief Operation OfficerValue Investing College
Topic: Preparing for the Greatest Opportunity of the Decade Date: 26 August 2018, Sunday Time: 3:00pm - 3:30pm Room: 4

Having made a huge loss with a -40% return back in 2009, Pauline was personally mentored by 2 successful value investors Ken Chee and Clive Tan and has since become a multi-millionaire in 2015. She is a well-known speaker in the area of Value Investing and has spoken to thousands of audiences to share and educate them about the very same investment methods that brought her success.

Her book “Value Investing for Women” was sold out within months. Pauline is currently the COO, overseeing the management and operations of the Financial Education and Training Seminar business segment of the company.

Spencer LiManaging DirectorSynapse Trading

Spencer Li is a trader, investor and entrepreneur who currently manages his own portfolio of stocks, REITs, currencies, cryptocurrencies, properties, and businesses. As a former professional in private equity and proprietary funds, he has over 10 years of market experience, and has been featured on more than 20 occasions in the media.

From young, he has enjoyed playing chess, and was ranked 7th in Singapore when he was 17. Since then, having read hundreds of books on trading, investing, business, psychology & philosophy, he has written over 1,000 articles on his personal blog, with over a million readers worldwide, and has personally trained thousands of people through his events & trainings.

He is frequently invited to speak both locally & internationally at conferences, universities, banks, brokerages and MNCs, including SPH (Shareinvestor) and SGX (Singapore Stock Exchange). He was also chosen to speak to 2500+ people at the National Achievers Congress, which in previous years featured speakers like Jack Ma, Tony Robbins, Richard Branson and Jay Abraham.

He holds double degrees (Dean’s List) in Accountancy & Finance from the Singapore Management University (SMU), and is also a Certified Financial Technician (CFTe) conferred by the International Federation of Technical Analysts (IFTA). His previous work includes financial services audit at Ernst & Young, and forensic accounting at the Trade Investigation Branch of the Ministry of Finance (Singapore).

In his free time, he enjoys exploring the world, and has travelled to 50+ countries to inspire, teach, and help make the world a better place.

Steve BriceChief Investment StrategistStandard Chartered
Topic: H2 2018 Outlook Date: 25 August 2018, Saturday Time: 2:00pm - 2:30pm Room: 3

Steve is our Bank’s Chief Investment Strategist and has over 20 years of market research and economic experience. He is a key member of the Bank’s Global Investment Council and also acts as an advisor to the Discretionary Portfolio Management division.

He regularly advises Private and Priority Banking clients as to the investment opportunities and risks in asset markets and brings with him a wealth of expertise from both a macroeconomic perspective and across different asset classes.

Tam Ging Wien ShareInvestor Academy
Topic: The Impact of Interest Rate Rises on Singapore Listed REITs Date: 25 August 2018, Saturday Time: 11:15pm - 11:45pm Room: 1

Tam Ging Wien has been an avid equities and real estate investor for over 10 years.

He is the founder of ProButterfly.com, an independent investment site that focuses on general investment themes with focus on equities and REITs. His passion for financial education and training stems from a desire to help others help themselves achieve financial freedom. In 2017 he published his first book entitled REITs to Riches: Everything You Need to Know About Investing Profitably in REITs.